Stegent Equity Advisors’s Coca-Cola KO Stock Holding History

Stegent Equity Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$664K	Buy	8,176 +2,924	+56%	+$231K	0.48%	53
2026 Q1	$399K	Sell	5,252 -71	-1%	-$5.37K	0.34%	70
2025 Q4	$372K	Sell	5,323 -60	-1%	-$4.18K	0.29%	83
2025 Q3	$357K	Sell	5,383 -1,089	-17%	-$75K	0.29%	84
2025 Q2	$458K	Buy	6,472 +893	+16%	+$63.6K	0.41%	77
2025 Q1	$400K	Buy	5,579 +129	+2%	+$8.62K	0.41%	76
2024 Q4	$339K	Buy	5,450 +1,378	+34%	+$89.9K	0.34%	71
2024 Q3	$293K	Buy	4,072 +859	+27%	+$58.8K	0.32%	73
2024 Q2	$205K	Sell	3,213 -7,604	-70%	-$471K	0.21%	80
2024 Q1	$662K	Buy	+10,817	New	+$650K	0.67%	47

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Stegent Equity Advisors's KO Position: Q2 2026 in Review

Stegent Equity Advisors increased its Coca-Cola (KO) stake by 56% in Q2 2026, buying an estimated $231K and bringing the position to 8,176 shares worth $664K. The position accounts for 0.48% of the portfolio, ranked #53.

Stegent Equity Advisors first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Stegent Equity Advisors held 8,176 shares of Coca-Cola worth $664K as of Q2 2026.
Stegent Equity Advisors bought 2,924 Coca-Cola shares in Q2 2026, an estimated $231K.
Coca-Cola made up 0.48% of Stegent Equity Advisors's portfolio in Q2 2026, its #53 holding.
Stegent Equity Advisors first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.